Compare · 3 funds side by side · dividends reinvested

FGD, SCHD and DGRO

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,685FGD · best of the three

Story of the three · IncomeMost incomeFGD · 5.67% · $567 a year on $10k

Story of the three · RiskSmallest drop

FGD, SCHD and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$122B1.9

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.83%+19.1%+22.8%+20.4%+11.3%−6.5%10.3%$45.5B1.9

First Trust Dow Jones Global Select Dividend Index FundIncome · Dividend stocks0.55%5.67%+15.9%+22.3%+24.4%+12.1%−9.8%13.0%$1.6B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: FGD 2007 · SCHD 2011 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Dow Jones Global Select Dividend Index Fund · $1.6B$17,685

FGD

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,428

$10,000 five years ago, dividends reinvested · they hold 5.4% in common

FGD

More Ways to See the Pairs

FGD vs SCHD: Top 5 Holdings

Today

FGD

9.7%in top 5

SCHD

in top 521.4%

FGDStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: FGD, SCHD, DGRO

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

FGD0.55%$55

End-of-day Nov 10, 2026 · fee on $10,000 a year

Yields: FGD, SCHD, DGRO

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Measure

SCHD

+15.9%Year to dateJan 1 → Nov 10+33.8%

+22.3%1 yearTotal return+38.8%

+24.4%3 years · per year$10,000 became $19,269 · $17,062+19.5%

+12.1%5 years · per year$10,000 became $17,685 · $16,428+10.4%

0.55%Expense ratio$55 · $6 a year on $10k · lower is better0.06%

5.67%Trailing 12-mo yield$567 · $294 a year on $10k2.94%

−9.8%Worst dropSmaller is better−6.9%

13.0%VolatilityLower is calmer11.8%

FGDSCHD Winner of the row, in its colourEach row: the bigger of the two fills its side

3–5SCHD wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.7%RHInot top 5

1.9%017800.Knot top 5

1.8%BME.Lnot top 5

1.7%OMV.VInot top 5

1.6%HPQnot top 5

Held in common5.4%

End-of-day Nov 10, 2026 · share of each fund

FGD vs SCHD Returns, Every Period

5Y

First TrustFGD

+12.1%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

FGDSCHDFaded: behind in that period

2–2Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

FGD vs SCHD

YTD

First TrustFGD

+15.9%

SCHDSchwab

+33.8%

+15.9%Year to date+33.8%

−9.8%Worst drop · 1Y−6.9%

13.0%Volatility · 1Y11.8%

5.7%Yield2.9%

$1.6BAssets$122B

3–1SCHD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

5.67%highest, FGD

FundTrailing yieldYield$10k

FGD5.67%$567

SCHD2.94%$294

DGRO1.83%$183

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$512most kept, FGD

FGD$567 − $55 = $512

SCHD$294 − $6 = $288

DGRO$183 − $8 = $175

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: FGD, SCHD, DGRO

Today

21.2%most shared, SCHD and DGRO

FGDSCHDDGRO

FGD—5.4%0.0%

SCHD5.4%—21.2%

DGRO0.0%21.2%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

DGROWorst drop−6.5%10.3% vol

SCHDWorst drop−6.9%11.8% vol

FGDWorst drop−9.8%13.0% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

FGDSCHD

+15.9%Year to date+33.8%

5.7%Yield2.9%

+22.3%Past year+38.8%

0.55%Fee0.06%

3–1SCHD wins

End-of-day Nov 10, 2026

+19.1%Year to date+15.1%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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FGD, SCHD and DGRO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three